Hsien Lu is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor, Axa Advisors, where he worked for 21 years. Outside of his advisory role, he is involved in an outside fixed business and owns investment real estate. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs. The firm emphasizes matching clients to appropriate investment models and discretionary managers, utilizing third-party asset managers and a range of investment products.

Cong Wang is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 registrations and two years of industry experience. His prior roles include positions at Cetera, HSBC Bank USA, Avantax Advisory Services, Bohai Securities, and Everbright Securities. He also serves as an insurance agent selling fixed insurance products and works as a wealth management associate at TYWL Wealth Advisors, LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Derrick Strub is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with LPL Financial in Irvine, CA. His prior roles include positions at Bank of America and Merrill. Outside of financial advisory work, he operates a website design business focused on real estate professionals. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of advisory and brokerage services delivered through a large network of investment adviser representatives, utilizing various investment strategies and advanced operational tools.

Christopher Calagna is a financial advisor at LPL Financial with 17 years of industry experience. He previously worked at City National Bank and UnionBanc Investment Services. Calagna holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

John Tran is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, and JP Morgan Chase Bank. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Ronald Thompson is a Series 66 licensed financial advisor with Fidelity, based in Brea, CA, with one year of industry experience. Prior to joining Fidelity, he held positions at Northwestern Mutual and New York Life Insurance Company. Outside of his advisory role, he is a sole proprietor as an Amazon Publisher. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Victoria Vargas is a financial advisor with Edward Jones in Long Beach, CA. She holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, she worked at Yelp for six years and Lindamood-Bell Learning Processes for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kyle Brancato is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has held various roles at Thrivent Financial and Thrivent Investment Management since 2022. Outside of his advisory work, he serves as CEO of Torque & Title Solutions, a business facilitating vehicle purchases for dealerships and individuals. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across multiple areas, with an option to combine planning and managed-account services under a consolidated billing program called WealthPlan.

Ryan Gill is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, he worked at Waldorf Estoria and attended Arizona State University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eddie Kaspar is a financial advisor with LPL Enterprise holding ChFC® and Series 65 credentials and has 43 years of industry experience. He has worked at Prudential Insurance Company of America since 1978 and most recently joined LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven approach to investment implementation and offers services including financial planning, access to third-party asset managers, and participation in wrap programs.

Alexander Dickson is a financial advisor with Morgan Stanley, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional services.

Winnie Leong is a financial advisor with LPL Financial based in Fullerton, CA, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. Her prior roles include positions at Securities America Advisors, Voya Financial Advisors, American General Financial Advisors, Valic Financial Advisors, and Citigroup Global Markets. Outside of her advisory work, she is also an artist. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and advanced technology tools.

Jessie M Vargas Gutierrez is a financial advisor with Merrill in Downey, CA. She holds a Series 66 designation and has one year of industry experience. Her prior roles include positions at Bank of America, TSG Wealth Management, and Tax Rise Inc, among others. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Erica Pitrone is a Series 66-credentialed financial advisor with Merrill in Brea, CA, where she has worked since 2015. She has 11 years of industry experience. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

James Townes II is a CFP®-designated financial advisor with 22 years of industry experience. He is currently with OSAIC and has held prior roles at Lincoln Financial Securities, Pacific Advisors, Leisure Wenden & Tsary Agency, Mutual of Omaha, and Aflac. Outside of his advisory work, he owns Townes Financial Consulting, providing business consulting for small business owners and financial education to community colleges and clergy members. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with access to multiple platforms, third-party money managers, and employs a variety of tools for portfolio construction and management.

J Mattingly is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 63 and Series 66 designations and has prior work experience with firms including New York Life and Chocolatte Enterprises. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices. The firm offers a range of advisory strategies and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

William Farraj is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial, Inc. and Independent Capital Management, Inc. Farraj is also involved with Independent Capital Management, providing asset protection solutions through insurance products and assisting clients with loan origination for debt consolidation or refinancing. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory and brokerage services. The firm employs various tools and third-party platforms to construct and manage portfolios that may include multiple asset classes and supports both discretionary and non-discretionary account management.

Jean Paul Afif is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and bringing 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo Private Bank. Outside of finance, he has a longstanding involvement with the Screen Actors Guild as an executive producer and actor, and he is the developer of a technology app through Star of the Sea NIL. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and in collaboration with employer-based financial planning arrangements.

Juan Martin is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Bank of America, and Merrill. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through a non-discretionary program supported by an in-house manager solutions team and a centralized due-diligence framework.

Boyuan Zhou is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He has also worked at Bank of America, N.A. since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts, combining internal and third-party management with comprehensive trading and custody support.